Clear and unclear notes

Before you can finalize an engagement, you have to clear all notes for that engagement.

You can clear notes during the finalize process, or you can use the following steps to clear them.

Clear notes

Select the Notes List
tab for the engagement.

Right-click the note that you want to clear and select Clear
.

Select Save
when you're done.

Use the following steps to change the status of a note from Cleared to Open.

Select the Notes List
tab for the engagement and select the note that you want to unclear.

Select Edit

in Actions column for the note to open the Edit Note panel.

Choose Open
from the Status
field list, then select Save
.